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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,216 | $232,540-97.8% | $185,117-97.2% | $147,585-96.5% |
| Participation rate | 90.9% | 82.4%+8.6pp | 77.3%+13.6pp | 82.8%+8.1pp |
| Annual return | 17.60% | 43.03%-25.4pp | 40.50%-22.9pp | 578.57%-561.0pp |
| Employer contribution / active EE | $249 | $5,195-95.2% | $4,182-94.1% | $4,876-94.9% |
| Participant deferral / active EE | $2,122 | $5,834-63.6% | $5,045-57.9% | $5,439-61.0% |
| Admin fee / account holder | $188 | $10,275-98.2% | $8,159-97.7% | $10,885-98.3% |